Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$68,800
+$5,837 QoQ
Shares Held
640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,869
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IAG Wealth Partners, LLC holds $127,871 across 3 Integrated Freight & Logistics names. UPS ranks #1 (53.8% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,800 | 640 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $62,963 | 640 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $115,754 | 1,167 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $96,727 | 1,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $115,879 | 1,148 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $125,388 | 1,140 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $80,704 | 640 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,257 | 640 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $87,584 | 640 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $129,902 | 874 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $100,627 | 640 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $99,756 | 640 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $114,720 | 640 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $124,153 | 640 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $111,257 | 640 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $105,808 | 655 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $120,476 | 660 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $142,615 | 665 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $137,177 | 640 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $116,544 | 640 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $133,100 | 640 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $113,383 | 667 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $112,322 | 667 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $111,142 | 667 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $74,157 | 667 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $62,311 | 667 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||